10/20/22: I am anxious to retire from my corporate sales career and potentially work part-time at something less stressful and more fulfilling. Can I do it?
10/20/22: With the markets bouncing around, I'm starting to wonder how my asset allocation looks for my age and if I'm taking too much risk in equities?
10/19/22: I'm 59 years old, and with my wife already retired, I'm hoping to join her on the sidelines in just over two years. Can I do it?
10/18/22: Are the fees we're paying too high, especially considering the advisor rarely contacts us?
10/18/22: Given that I'm a teacher, I would like some input on how much I should save for retirement since I'm contributing to a pension as well.
10/17/22: When I use various retirement calculators, the numbers seem too good to be true. Can I trust the results that I am seeing?
10/16/22: Filmmaker and activist Abigail Disney joins the show this weekend to discuss her new documentary, "The American Dream and Other Fairy Tales." The film examines income inequality at the company her grandfather and great-uncle founded, asking why the American dream seems so out of reach for so many.
10/15/22: Filmmaker and activist Abigail Disney joins the show this weekend to discuss her new documentary, "The American Dream and Other Fairy Tales." The film examines income inequality at the company her grandfather and great-uncle founded, asking why the American dream seems so out of reach for so many.
10/14/22: Who is right about whether I'm on track for retirement, my fee-based financial advisor or my Schwab CFP provided free by my work?
10/13/22: I have a cheap auto loan and I also have a good chunk of money sitting in cash. Should I use some of the cash to pay off the loan?
10/13/22: At this point, I have more in liquid assets than retirement assets, and I need some guidance as to how I can make things more balanced.
10/12/22: I feel like I have made many money/life mistakes but now I'm in a solid position to do better, but I don't know what steps to take next.
10/11/22: I think our retirement plan is solid, but my wife is constantly worrying about her job security and isn't sure our plan is doable. Can you help me convince her?
10/11/22: Similar to other tech employees, nearly half my salary is in the form of company stock, which leaves me unsure of how to integrate the RSU income into our financial future.
10/10/22: After some time out of the workforce, I feel like I'm behind on my retirement savings. What should I be doing to get back on track?
10/9/22: Due to a variety of reasons, I'm thinking about retiring a bit earlier than anticipated, can I do it?
10/8/22: I have an old 401(k) that's still with the old employer, and I'm wondering what's the best course of action? Leave it or roll it over?
10/7/22: My employer offers a post-tax 401(k) contribution option that would allow for 1-20% of my income to be contributed after-tax and then it would grow tax-deferred. Should I use it?
10/6/22: My husband is having such a hard time with the market doing poorly that he wants to put all of our money into a CD. What should I do?
10/6/22: I don't make a ton of money and I don't foresee any changes to my work or income in the coming years, so I'm curious what my portfolio and income will look like at retirement age?